Certificate in Financial Planning

Image: Request InformationDid you know that Fairfield University's cumulative pass rate is higher than the national pass rate?

If you have been thinking of obtaining your CFP® certification but have been putting it off, Fairfield University is pleased to annouce a flexible program that will allow you to be eligible to sit for the two-day CFP® Certification Examination in either 12 months or our traditional two-year or less program.

Our program is designed for the working individual who wants to earn their CFP® designation in a timely manner. We understand the complexities of working, raising a family, and being enrolled in a university program. That is why our courses are designed for you to choose between accelerating through the program or taking it course by course at your own pace.

Each course meets one night a week for 10 weeks from 6-9 p.m.

Coming Again this Winter

Mastering Your Financial Calculator Seminar

Saturday, January 9 and January 16, 2010
9 a.m. to noon
$50

The purpose of this course is to teach the Time Value of Money (TVM) concepts using the HP12c calculator.

  • Students will work on solving typical short TVM problems and Case Studies in reference to the CFP® exam.
  • By the end of the seminar, students will have a working knowledge of TMV concepts and a facility to use the HP12c calculator to solve typical types of TVM problems on the CFP® exam.
  • This seminar will provide essential skills that will be used and required in all CFP® courses.
  • Required Materials: HP12c Financial Calculator.

Fall 2009 Course Offerings:

BB 132

Insurance Planning & Risk Management

Mondays, 10/5/09 to 12/7/09

Michael Lynch , CFP®

BB 136

Federal Income Tax & Property Taxation

Thursdays, 10/1/09 to 12/10/09

Anne Jackson, CFP®

Spring 2010 Course Offerings:

BB 130

Fundamentals of Personal Financial Planning

Wednesdays, 1/27/10 to 3/31/10

Michael Lynch , CFP®

BB 140

Estate Planning

Mondays, 1/25/10 to 3/29/10

Neil Phillips

BB 132

Insurance Planning and Risk Management

Tuesdays, 3/16/10 to 5/18/10

TBA CFP®

BB 138

Retirement Planning

Thursdays, 3/18/10 to 5/20/10

Paul Rivera, Ph.D.

BB 134

Investment Planning

Mondays, 5/3/10 to 7/5/10

Joe Matthews, CFP®

BB 136

Federal Income and Personal Taxation

Wednesdays, 5/5/10 to 7/7/10

Anne Jackson, CFP®

Call Patricia Pivarnik for more details or to register 254-4307

Fairfield's program for financial planners has been established to meet the need for professionals appropriately trained to assist clients in planning for present and future financial security. The program is designed for people working in the areas of financial planning, insurance, banking, investments, accounting, and law as well as other professionals interested in learning more about the financial planning process.

The curriculum is designed to meet and exceed the criteria set by the Certified Financial Planners Board of Standards, Inc. The CERTIFIED FINANCIAL PLANNER® certification is the best-known certification in the financial planning community. The Fairfield University program has been registered with the Certified Financial Planners Board of Standards, Inc. as acceptable education for the CFP® Certification Examination. Students who complete the six courses may sit for the two-day CFP® Certification Examination.

"Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements."

"Fairfield University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® certification marks. CFP® certification is granted solely by the Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing and educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements."

Fairfield University awards a Certificate in Financial Planning upon completion of the 6 required courses in the financial planning program. Students must earn a letter grade of "C" or better in each course to sit for the CFP® Certification Examination and to receive the Fairfield University Certificate in Financial Planning.

The following 6 courses are required for theCFP® Certification Examination.

  • Fundamentals and Principles of Personal Financial Planning
  • Insurance Planning and Risk Management
  • Investment Planning
  • Federal Income and Property Taxation
  • Retirement Planning and Employee Benefits
  • Estate Planning

Contact:

Attn: Patricia Pivarnik
University College at Fairfield University
1073 North Benson Road
Fairfield, CT 06824
Phone: (203) 254-4307
Fax: (203) 254-4106
E-mail Patricia Pivarnik
or E. Stuart Clymer, CFP®, MBA